Re inventory numbers: this comment was originally posted to https://news.ycombinator.com/item?id=24176859, which points to an article that (misleadingly, as this and other comments are pointing out) referenced only a 96% increase in inventory numbers. We merged that thread into this one, which was posted earlier and points to a more substantive article. (I know it's WSJ, but there are paywall workarounds in the thread.)